GothiaAI + Visma eEkonomi
Running Visma eEkonomi? GothiaAI Portal syncs your customers and creates invoice drafts straight from your deals - no double entry.
What does the integration do?
Customer sync
Companies in ClientDesk are matched against the Visma eEkonomi customer register so you always work from the same data.
Invoice drafts
Create invoice drafts directly from a won deal in your pipeline - no copy-pasting into Visma.
Org number enrichment
Organisation numbers are fetched automatically as leads are approved in LeadRadar, ready for invoicing.
Built for Sweden
Made for Swedish bookkeeping: org numbers, OCR references and Swedish company types.
How to get started
- 1
Activate the integration under Settings → Integrations in the portal.
- 2
Authorise the connection to your Visma eEkonomi account.
- 3
Choose which customers to sync and start creating invoice drafts from your deals.
Try Portal with your Visma account
Every plan includes the Visma eEkonomi integration. Start free - no credit card required.